What Tomorrows Medicare Agent Will Look Like · The innovation secrets of Steve Jobs –7 principles that are largely responsible for his breakthrough success. 800.381.0977 | 7-Insanely

What Tomorrows Medicare Agent Will Look Like

Innovation and Technology

Jason McClellan

Office: 248-946-4640 ext. 110Toll Free: 800-381-0977Email: [email protected]

800.381.0977 | www.InsuranceAdvisorsDirect.com

Innovate

• Make changes in something established, especially by introducing new methods, ideas, or products.

Definition:


“Think Different”…

And reinvent your company, products or services

The innovation secrets of Steve Jobs – 7 principles that are largely responsible for his breakthrough success.


7-Insanely different principles for

breakthrough success

1. Do what you Love

2. Put a dent in the universe

3. Kick start your brain

4. Sell dreams, not products

5. Say no to 1,000 things

6. Create insanely great experiences

7. Master the message


Look outside your industry for inspiration

Think differently about… The way you think


If I’d have ask my customers what they wanted, they would have told me “A faster horse.”

-Henry Ford


Consumer demand pushed innovation


Look outside of our industry


How do we sell Medicare Supplements today?


How could we sell Medicare Supplements in the future?


Lets think differently to enrich the experience for our clients

What tomorrow’s Medicare Agent will look like.xBuyer

Title:


Tomorrow’s Medicare Clients


What is our delivery system today vs. tomorrow?


Technology Overload

Overwhelmed?


What if you could simplify this process?

•Bring all of these tools into one easy to use platform?

•Example: medicaresalespro.com

•You are being judged to a large degree on your ability and how you communicate what you do.


Think Different!

What vision do you have for your career or company?

Innovate - have a bold vision!


About IAD:

• National FMO Based out of Novi, MI

• Sales team has over 100 years of combined Experience in Senior Market health and life products

• Developed one of the nations largest national captive agencies and brokerage distribution models

• An FMO designed to meet all ofyour sales needs

• 7 pillars of your Success!


The 7 Pillars of your Success!


Products & Carriers

• Medicare Supplement

• Medicare Advantage

• Group Retiree Medical

• Prescription Drug Plans

• Final Expense

• Critical Illness

• Accident

• Long Term Care

• Short Term Care

One Stop Shopping

• Annuities

• Life – Term, UL, IUL, SPWL

• Hospital Indemnity

• Dental

• Cancer

• Disability

• Limited Medical

• Worksite/Group


Sales Tools

• Basic to advanced sales workshops: Live meetings and webinars• Turn Key Selling System with Full Product Presentation:

• Medicare Supplement• Long-Term Care• Final Expense• Annuities• Limited Medical


Marketing Services

• Business Card and Logo Assistance

• Customized Marketing Materials

• Website Creation

• Social Media Tips

• Pre-approach Letters

• Over-sized Postcards

• Newsletters

• Door Hangers

• Seminar Invitations

And much more!


• Product and Sales Training – Live Workshopsand Webinars – Basic to Advanced

• One on one Coaching

• Case Design Consultations

• Insurance Advisors Sales Summit

• Monthly Sales Workshops

• Comprehensive Product Comparisons

• Sales Academy – Next level training

• Cross Selling Techniques

• Top 12 Sales ideas for each new year

Training & Education


• Seminar mailers

• Carrier Sponsored lead programs

• Discounted direct mail leads

• Appointment setting

• Web generated leads

• Live transfer leads

• No cost lead management system

• Lead & Marketing co-op program fully customizable by agent/agency, and product line.

Lead Generation


• Advisor Service Center• Contracting Services• In-house quoting Services• New business underwriting

and processing center• Supply ordering

and fulfillment center• Lead ordering assistance

Administrative Services


Technology


IAD Medicare Sales Pro


Medicare Sale Pro Website


Sample Siteyourmedicaresource.com

Your #1 Source for your Senior Market Health and life needs

Documents

What Tomorrows Medicare Agent Will Look Like · The innovation secrets of Steve Jobs –7 principles that are largely responsible for his breakthrough success. 800.381.0977 | 7-Insanely